Tip #1293: Make case customer a contact

Group of people (customers) standing near food cart

If you use automatic record creation and update rules in Dynamics 365/CDS to create cases automatically from emails, you should know the default behavior is to set the Customer field on the case to the parent company of the email sender and set the contact field to the email sender. This is great for many […]

Tip #1286: Synchronize your watches

vintage brown and white watch lot

&tl;dr If you’re using CrmServiceClient and getting what seems to be a valid connection but cannot really use it because of the “The user authentication failed!” error, check the servers’ clocks in your infrastructure. Bo-o-o-oring I have some perfect reasonable code deployed in Azure and that code has been humming along, talking to Dynamics 365 […]

Tip #1285: Dynamics Divorce

A marriage certificate paper being cut in two by scissors

We are selling part of our business and want to split our environment into a separate environment and move to another D365 tenant. How do I do that? splitting up Recommendations Here’s my recommendation for splitting on environment into two: Identify the customer and related records that are shared by both groups. These are the […]

Tip #1279: Select your region in multi-geo deployments

A finger pointing to a region on a tiny globe standing on a passport

Today’s tip is from Moez Tounsi (and if you have a tip of your own, email to to jar@crmtipoftheday.com). It is about Dynamics 365 Administration Center (yes, it’s still there – t.j.). Let’s say we have a tenant in EMEA (crm4) with multi-geo activated in it and a couple of Instances in NA others are […]

Tip #1276: Do my Dynamics 365 users need a Microsoft Flow license?

Front number plate for the state of Hawaii that says "I LOVE FLOW"

As you move your Dynamics 365 automated process from workflow to Flow, you may be wondering if your users will need to have a Flow license to run the process. First thing you need to know is that most Dynamics 365 licenses include Flow licenses–the main license type that does not include Flow license is […]

Tip #1274: My auto record creation rule isn’t creating cases

Two brown goats with crossed horns

Yesterday an old friend stopped me with a question. How old is he? He knows how to update an isv.config file. He had an email enabled queue set up and incoming emails were being created in the queue, but his auto record creation rule wasn’t turning the emails into cases. I asked him to check […]

Tip #1272: A better way to notify

Telegraph key. Exhibit in the Bennington Museum - Bennington, Vermont, USA

I love my D365 email notifications said nobody Recently I spoke at a conference with Dynamics users, and I asked the group of about 50 people who liked their CRM email notifications. Nobody raised their hand. There are several problems with traditional workflow based email notifications: Everybody gets too many emails. Blanket workflow based emails […]

Tip #1269: Oh crap, I lost my app

person's hand over brown floral field during daytime

So you decide to “refresh” your development environment with a copy of your production environment, but too late you discover that copying an environment over another one makes canvas apps and flows created in that environment go away. What should you do? Other than kicking yourself for not remembering to back up your app and […]